FAMILY OFFICE SERVICES
Family Office Management Services
- Complete or partial outsourced family office management
- Professional administration and oversight of accounts and correspondence
- Staff mentoring, coordination, and supervision
Family Office Consulting Services
- Operating model comparisons and evaluations
- Merger or dissolution assessments
- Best practices implementation
Tax and Legal Coordination Services
- Coordination with tax professionals and assistance with tax filings
- Coordination with financial legal lawyers and attorneys and document review
- Family office business succession planning and executive compensation planning
Brokerage and Trust Investment Management Services
- Independent total cost and performance analysis
- Independent oversight and investment advisory fee negotiation
- Tax and cash flow planning and monitoring
Risk Assessment and Oversight Services
- Independent risk exposure assessments and reviews
- Monitoring of all life, health, and other policies with periodic cost/benefit analysis
- Professional negotiation of policies and claims
Banking and Credit Relationship Reviews Services
- Continuous monitoring with fee analysis and cost comparisons
- Professional negotiation and structuring of fees, loans, and lines of credit
- Coordination and delivery of all supporting financial documentation
Family Meetings, Education, and Philanthropy Services
- Family offsite financial planning and coordination
- Family member financial advising, consulting, education and mentoring
- Philanthropic organization research, planning and vetting
Concierge Services
- Corporate and personal concierge services
- Professional household and family office management
- Personal travel assistance including research, planning, and reservations
If you are in Maryland (MD), Washington, DC or Virginia (VA) and are interested in our family office management services, contact Connemara Family Office Management today!
